Catalyst Capital Advisors
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Catalyst Capital Advisors’s NextEra Energy NEE Stock Holding History

Catalyst Capital Advisors’s Portfolio NEE Stock Details NEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-1,870
Closed -$164K – 354
2026
Q2 		$164K Buy
1,870
+444
+31% +$40.2K ﹤0.01% 213
2026
Q1 		$132K Sell
1,426
-1,606
-53% -$143K ﹤0.01% 223
2025
Q4 		$243K Sell
3,032
-2,182
-42% -$181K 0.01% 209
2025
Q3 		$394K Buy
5,214
+227
+5% +$16.6K 0.01% 185
2025
Q2 		$346K Buy
4,987
+912
+22% +$63.3K 0.01% 202
2025
Q1 		$289K Sell
4,075
-800
-16% -$56.5K 0.01% 211
2024
Q4 		$349K Buy
4,875
+2,925
+150% +$227K 0.01% 203
2024
Q3 		$165K Buy
1,950
+338
+21% +$26.4K ﹤0.01% 244
2024
Q2 		$114K Buy
1,612
+1,368
+561% +$97.1K ﹤0.01% 224
2024
Q1 		$15.6K Buy
244
+31
+15% +$1.82K ﹤0.01% 360
2023
Q4 		$12.9K Sell
213
-49
-19% -$2.79K ﹤0.01% 339
2023
Q3 		$15K Buy
+262
New +$18.1K ﹤0.01% 372
2020
Q3 		– Sell
-24,828
Closed -$1.49M – 301
2020
Q2 		$1.49M Buy
24,828
+1,332
+6% +$79.7K 0.08% 120
2020
Q1 		$1.41M Sell
23,496
-6,104
-21% -$384K 0.07% 99
2019
Q4 		$1.79M Sell
29,600
-10,400
-26% -$607K 0.06% 115
2019
Q3 		$2.33M Sell
40,000
-9,200
-19% -$498K 0.08% 100
2019
Q2 		$2.52M Sell
49,200
-29,600
-38% -$1.46M 0.08% 100
2019
Q1 		$3.81M Buy
+78,800
New +$3.6M 0.13% 83
2018
Q2 		– Sell
-380,000
Closed -$15.5M – 537
2018
Q1 		$15.5M Hold
380,000
– – 0.56% 26
2017
Q4 		$14.8M Buy
380,000
+30,000
+9% +$1.16M 0.55% 26
2017
Q3 		$12.8M Buy
350,000
+70,000
+25% +$2.56M 0.56% 27
2017
Q2 		$9.8M Buy
+280,000
New +$9.6M 0.42% 33

Other funds holding NEE

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Catalyst Capital Advisors's NEE Position: Q3 2026 in Review

Catalyst Capital Advisors sold out of NextEra Energy (NEE) in Q3 2026, closing a stake of 1,870 shares — an estimated $164K sold.

Catalyst Capital Advisors first reported a position in NEE in Q2 2017 and held it in 22 quarters. The position peaked at $15.5M in Q1 2018. 1,340 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • Catalyst Capital Advisors reported no remaining NextEra Energy position as of Q3 2026 after selling out during the quarter.
  • Catalyst Capital Advisors sold 1,870 NextEra Energy shares in Q3 2026, an estimated $164K.
  • Catalyst Capital Advisors first reported a position in NextEra Energy in Q2 2017 and held it in 22 quarters.
  • Catalyst Capital Advisors's NextEra Energy position peaked at $15.5M in Q1 2018.
  • 1,340 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Catalyst Capital Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.